North Road Investment Counsel Inc. is seeking a detail-oriented Client Service Associate in Edmonton to support front office workflows, onboarding, and client data accuracy.
You will maintain client information across CRM and onboarding systems, assist with statements, tax reports, and fee collection, and collaborate across offices to ensure efficient operations. The ideal candidate has at least 2 years in Canadian financial services operations, with experience in Salesforce, digital onboarding
#J-18808-Ljbffr
Contact Details:
North Road Investment Counsel Inc. Recruitment Team
